Salesforce Outlook integration allows us to save small phrases that we use often to easily add to an email. Compared to email templates, text shortcuts are shorter, generally consist of a phrase, and are available only for the individual who creates them. We recommend the use of Email Templates for larger portions or text, or text that you want to make available to multiple users.
After Opening a new email, click on the View Templates.
A box will appear on the right corner of the screen with sets of Templates.
We can use the saved text or click the “+” sign to add a new text/templates.
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